First Trust Advisors
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First Trust Advisors’s Hurco Companies Inc HURC Stock Holding History

First Trust Advisors’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12,822
Closed -$359K – 2393
2020
Q2 		$359K Buy
12,822
+968
+8% +$28.4K ﹤0.01% 2100
2020
Q1 		$345K Sell
11,854
-2,299
-16% -$68.8K ﹤0.01% 2052
2019
Q4 		$543K Sell
14,153
-277
-2% -$9.74K ﹤0.01% 2092
2019
Q3 		$464K Buy
14,430
+2,927
+25% +$97.6K ﹤0.01% 2145
2019
Q2 		$409K Sell
11,503
-171
-1% -$6.46K ﹤0.01% 2215
2019
Q1 		$471K Buy
11,674
+294
+3% +$11.6K ﹤0.01% 2145
2018
Q4 		$406K Buy
11,380
+1,790
+19% +$71.5K ﹤0.01% 2189
2018
Q3 		$433K Buy
9,590
+2,536
+36% +$111K ﹤0.01% 2248
2018
Q2 		$316K Buy
7,054
+1,075
+18% +$49.4K ﹤0.01% 2278
2018
Q1 		$274K Buy
5,979
+465
+8% +$20.8K ﹤0.01% 2188
2017
Q4 		$233K Buy
5,514
+648
+13% +$28.2K ﹤0.01% 2295
2017
Q3 		$202K Buy
+4,866
New +$172K ﹤0.01% 2329
2017
Q1 		– Sell
-7,370
Closed -$244K – 2417
2016
Q4 		$244K Buy
+7,370
New +$220K ﹤0.01% 2324

Other funds holding HURC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

First Trust Advisors's HURC Position: Q3 2020 in Review

First Trust Advisors sold out of Hurco Companies Inc (HURC) in Q3 2020, closing a stake of 12,822 shares — an estimated $359K sold.

First Trust Advisors first reported a position in HURC in Q4 2016 and held it in 13 quarters. The position peaked at $543K in Q4 2019. 61 funds tracked by Wall St. Rank hold HURC as of Q3 2020.

  • First Trust Advisors reported no remaining Hurco Companies Inc position as of Q3 2020 after selling out during the quarter.
  • First Trust Advisors sold 12,822 Hurco Companies Inc shares in Q3 2020, an estimated $359K.
  • First Trust Advisors first reported a position in Hurco Companies Inc in Q4 2016 and held it in 13 quarters.
  • First Trust Advisors's Hurco Companies Inc position peaked at $543K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q3 2020.

Based on First Trust Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.